Nasdaq - Delayed Quote USD
Marshfield Concentrated Opportunity (MRFOX)
As of 8:05:54 AM EST. Market Open.
Fund Summary
The fund seeks to achieve its investment objective by investing principally in a portfolio of common stocks of companies traded on United States ("U.S.") securities exchanges or over-the-counter markets that exhibit low valuations based on the Adviser's analysis of the companies' intrinsic value. The fund may invest in companies of any capitalization size, including large-cap, mid-cap and small-cap companies. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.26% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | 21.00% |
| 5y Average Return | 15.37% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MRFOX | Category Average | MRFOX | Category Average | MRFOX | Category Average | |
| Alpha | 6.7 | -0.01 | 3.2 | -0.01 | -- | -0.01 |
| BETA | 0.71 | 0.01 | 0.73 | 0.01 | -- | 0.01 |
| Mean Annual Return | 1.39 | 0.01 | 1.32 | 0.01 | -- | 0.01 |
| R-squared | 76.21 | 0.94 | 79.99 | 0.95 | -- | 0.95 |
| Standard Deviation | 14.19 | 0.17 | 14.84 | 0.19 | -- | 0.15 |
| Sharpe Ratio | 0.89 | 0 | 0.9 | 0.01 | -- | 0.01 |
| Treynor Ratio | 17.9 | 0.03 | 18.11 | 0.1 | -- | 0.1 |
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